Vanguard Growth ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 40k | 479.61 |
| 2025-06-30 | $17M | 40k | 438.40 |
| 2025-03-31 | $15M | 40k | 370.82 |
| 2024-12-31 | $20M | 49k | 410.44 |
| 2024-09-30 | $19M | 49k | 383.93 |
| 2024-06-30 | $18M | 49k | 374.01 |
| 2024-03-31 | $17M | 49k | 344.20 |
| 2023-12-31 | $19M | 62k | 310.88 |
| 2023-09-30 | $17M | 64k | 272.31 |
| 2023-06-30 | $18M | 64k | 282.96 |
| 2023-03-31 | $16M | 64k | 249.44 |
| 2022-12-31 | $14M | 64k | 213.11 |
| 2022-09-30 | $12M | 54k | 213.95 |
| 2022-06-30 | $12M | 54k | 222.89 |
| 2022-03-31 | $15M | 53k | 287.59 |
| 2021-12-31 | $19M | 58k | 320.90 |
| 2021-09-30 | $18M | 61k | 290.17 |
| 2021-06-30 | $18M | 62k | 286.81 |
| 2021-03-31 | $18M | 69k | 257.04 |
| 2020-12-31 | $21M | 84k | 253.34 |
| 2020-09-30 | $19M | 83k | 227.62 |
| 2020-06-30 | $20M | 98k | 202.09 |
| 2020-03-31 | $15M | 98k | 156.69 |
| 2019-12-31 | $19M | 104k | 182.17 |